We are live on ! Find out more
ROBT icon

First Trust Nasdaq Artificial Intelligence and Robotics ETF

90 hedge funds and large institutions have $111M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

49% more capital invested

Capital invested by funds: $74.8M → $111M (+$36.4M)

25% more funds holding

Funds holding: 7290 (+18)

3.88% more ownership

Funds ownership: 44.01%47.89% (+3.9%)

0% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 23

Holders
90
Holders Change
+18
Holders Change %
+25%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
23
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.1M +$2.95M +73,080 +28%
JAWM
2
J. Arnold Wealth Management
Ohio
$10.7M +$130K +3,209 +1%
MMEA
3
Main Management ETF Advisors
California
$8.7M +$8.25M +204,125 New
Bank of America
4
Bank of America
North Carolina
$6.14M -$1.94M -48,057 -25%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.93M -$2.38M -59,000 -39%
Jane Street
6
Jane Street
New York
$3.69M -$2.47M -61,112 -41%
Morgan Stanley
7
Morgan Stanley
New York
$3.58M +$2.87M +70,951 +545%
Osaic Holdings
8
Osaic Holdings
Arizona
$3.47M -$452K -11,189 -12%
Wells Fargo
9
Wells Fargo
California
$3.39M +$2.97M +73,445 +1,202%
Ameriprise
10
Ameriprise
Minnesota
$3.39M +$1.83M +45,261 +132%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$3.29M +$195K +4,816 +7%
FTUS
12
Flow Traders U.S.
New York
$3.22M +$3.05M +75,469 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$3.21M +$20.3K +502 +0.7%
PAG
14
Private Advisor Group
New Jersey
$2.97M +$388K +9,593 +16%
RJA
15
Raymond James & Associates
Florida
$2.88M +$511K +12,633 +23%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.81M +$71.2K +1,762 +3%
RIG
17
RiverFront Investment Group
Virginia
$2.81M +$2.66M +65,823 New
SIG
18
Sargent Investment Group
Maryland
$2.76M -$215K -5,325 -8%
BAM
19
Belpointe Asset Management
Nevada
$2.28M -$99.8K -2,470 -4%
Truist Financial
20
Truist Financial
North Carolina
$2.2M +$2.08M +51,558 New
Mariner
21
Mariner
Kansas
$1.79M -$448K -11,077 -21%
BFO
22
Biltmore Family Office
North Carolina
$1.58M -$238K -5,885 -14%
YIA
23
YHB Investment Advisors
Connecticut
$1.42M +$7.2K +178 +0.5%
TC
24
TAP Consulting
Missouri
$1.31M +$1.24M +30,670 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.28M -$59.9K -1,482 -5%

ROBT Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2023, worth a combined $111M — up 49% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBT positions and 7 closed out — a net gain of 18 holders — while 23 added to existing stakes and 23 trimmed.

The largest buyer was Main Management ETF Advisors, opening a new position worth an estimated $8.25M. The largest seller was Jane Street, cutting an estimated $2.47M.

  • 90 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2023, up from 72 in Q4 2022.
  • Funds reported $111M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2023, up 49% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2023 and 7 closed out, a net change of +18 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2023 was Main Management ETF Advisors, an estimated $8.25M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2023 was Jane Street, an estimated $2.47M sold.

Based on aggregated 13F filings for Q1 2023.